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IFAs can expect to be targeted by providers of income protection policies in the near future. Income protection is low on the list of products currently sold by most IFAs but that might change in the post-stakeholder landscape. Given the withering of state provision and the corresponding onus on individuals to take care of themselves, […]

Fund manager Matrix Securities is encouraging investors to look at opportunities in unquoted health sector companies with the launch of its Sitka Health venture capital trust. It believes this sector will provide the investment success stories of tomorrow because of changing demographics, lifestyle, industry trends and scientific innovation which are all contributing to growth. Matrix […]

The UK&#39s biggest fund managers are adopting emergency tactics in a bid to buck current bear market sentiment and boost last-minute Isa sales. Threadneedle Investments is urging clients to invest in its cautious managed fund rather than waste their Isa allowance. It says it will then offer free switches into any of its other funds […]

Jelf Employee Benefits assesses key trends within the international private medical insurance provision of organisations with employees in Singapore. Benefit structure, cost management and healthcare facilities are examined and key considerations are highlighted. This edition will be of particular interest to global human resource directors and benefit managers with local and expatriate populations in Singapore.

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The following sorry verse embodies procrastination on a whole new level: “Hello there, my name’s Phil; I rap like a small bear writing a will [diligently]; Estate-planning, ninja-whooping IHT; Shame I’m not as bizzie [urban affectation] with the RLP.” These words were penned in response to my father’s short verse sent to me, after the […]

Ahead of speaking at Money Marketing Interactive in May, LEBC public policy director Kay Ingram talks about the importance of putting the client at the centre of the advice process and Have advisers reached a point of true professionalism yet? In the 38 years I have worked in our industry, IFAs have seen a monumental shift from […]

Professional indemnity insurance providers have acknowledged that they see DB pension transfers as a high-risk area, as experts continue to express fears over the breadth of coverage for IFAs. While the FCA recently proposed measures to stop PI policies from excluding the Financial Services Compensation Scheme as a claimant and discussed the possibility of a […]